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早报事关城市高质量发展,中央重磅文件对外公布;寒武纪预计全年营收至多70亿
Sou Hu Cai Jing· 2025-08-28 23:28
今日无新股上市,无新股申购。 宏观新闻 1、8月28日,《中共中央 国务院关于推动城市高质量发展的意见》对外公布。意见提出,到2030年, 现代化人民城市建设取得重要进展,适应城市高质量发展的政策制度不断完善。到2035年,现代化人民 城市基本建成。 2、商务部发言人在昨日的新闻发布会上介绍,商务部国际贸易谈判代表兼副部长李成钢率团于24日至 27日访问加拿大,与加方共同主持召开中加经贸联委会,之后李成钢一行将赴美国华盛顿会见美方相关 官员。 3、昨日,市场监管总局召开综合整治市场竞争秩序防范非理性竞争部署推进会,会议强调,要切实防 范非理性竞争,维护公平竞争市场秩序。强化执法办案,以重大典型案件查办彰显整治成效;注重打建 结合,多措并举引导企业优质优价竞争。 行业新闻 8、现货市场,国内电钴报价继续窄幅上行,欧洲市场电钴报价也小幅上探,当前海外原料端价格再次 上调,成本支撑力度持续走强,电钴现货市场多数主流厂商仍保持暂停对外报价策略,海外夏休结束后 实际成交订单有所增多,市场整体询盘氛围较为活跃。 公司新闻 1、商务部公布对原产于美国、欧盟、韩国、日本和泰国的进口苯酚所适用反倾销措施的期终复审裁 定。国务院 ...
浙江帕瓦新能源股份有限公司关于公司提起诉讼事项的公告
登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码:688184 证券简称:ST帕瓦 公告编号:2025-073 浙江帕瓦新能源股份有限公司关于公司提起诉讼事项的公告 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或者重大遗漏,并对其内容的 真实性、准确性和完整性依法承担法律责任。 重要内容提示: ● 案件所处的诉讼阶段:法院已立案受理,尚未开庭审理。 ● 公司所处的当事人地位:原告 ● 涉案的金额: 1、原告浙江帕瓦新能源股份有限公司(以下简称"公司"或"帕瓦股份")请求法院判令被告浙江格派钴 业新材料有限公司返还230吨型号为PW508和162吨型号为PW302的货物,如被告不能返还上述货物的, 判令被告浙江格派钴业新材料有限公司折价赔偿; 2、原告帕瓦股份请求法院判令被告浙江路加新材料有限公司返还合计1,228,379.66kg的货物,如被告不 能返还上述货物的,判令被告浙江路加新材料有限公司折价赔偿。 3、原告浙江帕瓦供应链管理有限公司(公司全资子公司,以下简称"帕瓦供应链")请求法院判令被告 浙江格派钴业新材料有限公司返还预付加工费人民币1,300万元及该款自2025年7月 ...
周报:供应侧减产预期主导锂价,成本上移提供辅助支撑-20250727
Huafu Securities· 2025-07-27 11:32
Investment Rating - The report maintains a rating of "Outperform" for the industry [6]. Core Views - The report highlights that supply-side production cuts are expected to dominate lithium prices, with rising costs providing additional support [3][17]. - In the precious metals sector, market concerns regarding the independence of the Federal Reserve have intensified due to pressure from President Trump, which is expected to support gold prices in the short term [2][10]. - For industrial metals, a tight supply of copper is anticipated to continue, while seasonal factors may lead to fluctuations in aluminum prices [3][12]. Summary by Sections Precious Metals - The report discusses the impact of President Trump's pressure on the Federal Reserve, which has raised concerns about its independence. This uncertainty is expected to bolster market risk aversion, supporting gold prices in an environment where they are likely to rise more easily than fall [2][10]. - Key stocks to watch include major players like Zhaojin Mining, Shandong Gold, and Zijin Mining, with additional focus on silver and platinum stocks [2][11]. Industrial Metals - The copper market is characterized by a continued tight supply, with expectations of reduced production from some smelters due to low profit margins. The report anticipates that copper prices will remain supported by ongoing demand, particularly from the renewable energy sector [3][12][13]. - Aluminum prices are expected to experience volatility due to seasonal demand fluctuations, but long-term prospects remain positive due to persistent demand from the new energy sector [3][16]. New Energy Metals - The lithium market is facing a dual weakness in supply and demand, with production cuts from lithium salt plants providing limited support. However, the report suggests that lithium remains a strategic investment opportunity in the electric vehicle supply chain [3][17][18]. - Recommended stocks in this sector include Salt Lake Potash, Canggu Mining, and Yongxing Materials, with additional focus on companies like Jiangte Motor and Tianqi Lithium [3][17]. Other Minor Metals - The rare earth market is experiencing strong pricing for light rare earth products due to supply constraints, while heavy rare earths are facing weaker demand. The report notes a divergence in market sentiment, with cautious optimism prevailing despite concerns over potential price corrections [4][19][22]. - Key stocks to monitor include Hunan Gold, Huaxi Nonferrous, and Zhongtian Rare Earth [4][22]. Market Review - The report indicates that the non-ferrous index rose by 6.7%, outperforming the Shanghai and Shenzhen 300 indices. Notable stock performances include Zhongtung High-tech with a 40.19% increase and Hai Xing Co. with a 19.04% decline [23][24][25].
国信证券晨会纪要-20250623
Guoxin Securities· 2025-06-23 01:23
Macro and Strategy - The fiscal data for the first five months of 2025 shows a decline in both revenue and expenditure, with total public budget revenue at 96,623 billion yuan, down 0.3% year-on-year, and total expenditure at 112,953 billion yuan, up 4.2% year-on-year [9][10] - The high-tech manufacturing macro report indicates that the diffusion index remains unchanged, with specific sectors like dynamic random access memory (DRAM) prices rising, while others like acrylonitrile are declining [10][11] - The macroeconomic report highlights a seasonal decline in high-frequency indicators, suggesting stable economic performance despite fluctuations in investment and consumption sectors [11][12] Industry and Company - The food and beverage industry report emphasizes the emergence of new consumption patterns driven by lifestyle changes, indicating a shift towards more personalized and experience-oriented consumption [23][24] - The report identifies three main consumer groups: Generation Z, the silver-haired population, and the middle class, each with distinct consumption preferences and behaviors [25][26] - Investment recommendations include companies like Wei Long, Salted Fish, Dongpeng Beverage, and Guizhou Moutai, reflecting confidence in the food and beverage sector's growth potential [27] Overseas Market Overview - The US stock market has seen a pullback from high levels, with the S&P 500 down 0.2% and a notable shift of funds towards the financial sector [28][29] - In the Hong Kong market, the Hang Seng Index fell by 1.5%, with significant outflows from the pharmaceutical and consumer sectors, while the machinery sector attracted investment [30][31] Financial Engineering - The REITs market has shown positive performance, with the index rising by 0.87% and a year-to-date increase of 13.2%, indicating strong interest in property and infrastructure-related investments [14][15] - The approval of the first data center REITs marks a significant expansion in the REITs market, reflecting growing interest in digital infrastructure [16]